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Family Financial Planners Cody WY

Local resource for family financial planners in Cody. Includes detailed information on local businesses that provide access to financial expertise on money saving guidelines, household budget planning, wasteful spending elimination, daily expenditure control, retirement planning, prepaid tuition plans, higher education planning, and home equity loans, as well as advice and content on how to save money.

Andy Steele
1285 Sheridan Avenue
Cody, WY
Company
Title: President
Company: Steele Financial Services
Type
Registered Investor: Yes
Education
B.S Florida State University
Years Experience
Years Experience: 26
Service
401k Rollover From Employer,Income for Life/ Preserve Principal,Life Insurance,Investment & Portfolio Management,Insurance & Risk Management Planning,Retirement Income Accumulation Planning,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Retirement Planning,Annuity Ideas & Strategy Planning,Retirement Income Distribution Planning,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Annuities,Investment Consulting & Allocation Design,Planning For Personal Finances &

Data Provided By:
US Bank - Cody Office
(307) 527-9621
1132 Beck Ave
Cody, WY
Drive Up Hours
Mon 08:00 am to 05:00 pm
Tue 08:00 am to 05:00 pm
Wed 08:00 am to 05:00 pm
Thur 08:00 am to 05:00 pm
Fri 08:00 am to 05:00 pm

Wells Fargo - Cody Walmart
(800) 869-3557
321 Yellowstone Ave
Cody, WY
Type
In-Store Branch
Office Hours
Mon-Fri 09:00 AM-06:00 PM
Sat 10:00 AM-04:00 PM
Sun Closed

Connie Brezik
Asset Strategies, Inc.
(307) 266-4525
111 West 2nd Street, Suite 608
Casper, WY
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Advising Medical Professionals, Retirement Planning & Distribution Rules, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA, PFS

Lonnie Bull, CFP®
(307) 232-2158
210 S Wolcott St
Casper, WY
Firm
Edward Jones
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, General Financial Planning, Investment Management, Investment Planning, Retirement Income Management
Key Considerations
Average Net Worth: Not Applicable



Data Provided By:
Mr. A. Andrew Steele, CFP®
(307) 587-2600
1735 Sheridan Ave Ste 232
Cody, WY
Firm
Steele Financial Services, Inc
Areas of Specialization
Comprehensive Financial Planning

Data Provided By:
Wells Fargo - Cody Albertsons
(800) 869-3557
1825 17Th St
Cody, WY
Type
In-Store Branch
Office Hours
Mon-Fri 09:00 AM-06:00 PM
Sat 10:00 AM-04:00 PM
Sun Closed

Wells Fargo - Cody Main
(800) 869-3557
1401 Sheridan Ave
Cody, WY
Type
Branch
Office Hours
Mon-Fri 07:30 AM-06:00 PM
Sat 09:00 AM-01:00 PM
Sun Closed

Holland Duell
Holland Duell Financial Strategies
(307) 672-6364
50 E. Loucks St,. Suite 210
Sheridan, WY
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Divorce Planning, Estate & Generational Planning Issues, Retirement Plan Investment Advice, Socially Responsible Investments
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®, MBA

Mr. A. Andrew Steele, CFP®
(307) 587-2600
1735 Sheridan Ave Ste 232
Cody, WY
Firm
Steele Financial Services, Inc
Areas of Specialization
Comprehensive Financial Planning

Data Provided By:
Data Provided By:

Financial Planning Before Pregnancy

Financial Planning Before Pregnancy

Making the decision to return to work or be a stay-at-home mom after your baby's birth is a difficult one. Also, determining what your insurance will cover, finding out about your company's maternity leave policy, and even budgeting for diapers and clothing can be stressful. The earlier you begin planning these things, however, the better it will be for you and your family. Here are some tips to get your finances in order before you get pregnant.

Your Family's Income

If you and your partner both work, your finances can take a hit if you plan on staying home with your baby after the birth. The first step is to talk with your partner, and write down all of your current income and expenses. Now, calculate how feasible it will be to cover these expenses with only one income, as well as the costs of raising a child. Try to set aside money each month to prepare for pregnancy and parenting.

Health Insurance And Pregnancy

It's essential that you look into your health insurance plan before you get pregnant. Some health insurance plans won't cover prenatal care and testing, while others will even pay for midwives or doulas if you choose. You need to be thorough what about emergency C-sections, or newborn care after the birth? If you don't check the policy carefully now, you may be faced with some unexpected and expensive surprises during your pregnancy.
If your current plan leaves a lot to be desired, you can switch health insurance coverage to a lower cost plan. Women who are already pregnant when they switch plans need to make sure that the insurance covers pre-existing conditions. For lower income families, there are community programs in place that will provide low-fee insurance coverage for mothers and newborns.
Don't forget about life and disability insurance planning. If something happens to you, you want your baby to be provided for. You may have life insurance or long-term disability insurance...

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